Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.2M | 40.9M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.8M | 30.5M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.2M | 25.7M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.2M | 17.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 12.1M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 1.3M | 10.3M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 1.1M | 9.0M | 0.6% |
| T. Rowe Price New Horizons Fund, Inc. | Sep 30, 2025 | 1.0M | 8.0M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 753.6K | 6.0M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 706.3K | 5.6M | 0.4% |
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